0001398344-22-008999.txt : 20220509 0001398344-22-008999.hdr.sgml : 20220509 20220509103100 ACCESSION NUMBER: 0001398344-22-008999 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Progressive Investment Management Corp CENTRAL INDEX KEY: 0001353318 IRS NUMBER: 930962124 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11731 FILM NUMBER: 22903650 BUSINESS ADDRESS: STREET 1: 310 N. STATE STREET STREET 2: SUITE 214 CITY: LAKE OSWEGO STATE: OR ZIP: 97034 BUSINESS PHONE: 503-224-7828 MAIL ADDRESS: STREET 1: 310 N. STATE STREET STREET 2: SUITE 214 CITY: LAKE OSWEGO STATE: OR ZIP: 97034 FORMER COMPANY: FORMER CONFORMED NAME: Portfolio 21 Investments DATE OF NAME CHANGE: 20080212 FORMER COMPANY: FORMER CONFORMED NAME: Progressive Investment Management DATE OF NAME CHANGE: 20060214 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001353318 XXXXXXXX 03-31-2022 03-31-2022 false Progressive Investment Management Corp

310 N. STATE STREET SUITE 214 LAKE OSWEGO OR 97034

13F HOLDINGS REPORT 028-11731 N Carsten Henningsen 503-953-8335 /s/ Carsten Henningsen Portland OR 05-09-2022 0 55 317361 INFORMATION TABLE 2 fp0075353_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 760 5104 SH SOLE 5104 0 0 ABBOTT LABS COM 002824100 281 2373 SH SOLE 2373 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 12630 27720 SH SOLE 27720 0 0 ALIGN TECHNOLOGY INC COM 016255101 5164 11845 SH SOLE 11845 0 0 ALPHABET INC CAP STK CL C 02079K107 15208 5445 SH SOLE 5445 0 0 ALPHABET INC CAP STK CL A 02079K305 4812 1730 SH SOLE 1730 0 0 AMAZON COM INC COM 023135106 20453 6274 SH SOLE 6274 0 0 AMERIPRISE FINL INC COM 03076C106 216 720 SH SOLE 720 0 0 AMGEN INC COM 031162100 243 1005 SH SOLE 1005 0 0 ANSYS INC COM 03662Q105 9172 28873 SH SOLE 28873 0 0 APPLE INC COM 037833100 34224 196004 SH SOLE 196004 0 0 AUTODESK INC COM 052769106 5544 25862 SH SOLE 25862 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 323 1419 SH SOLE 1419 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 480 1360 SH SOLE 1360 0 0 BOOKING HOLDINGS INC COM 09857L108 5662 2411 SH SOLE 2411 0 0 CBRE GROUP INC CL A 12504L109 4619 50474 SH SOLE 50474 0 0 CORNING INC COM 219350105 404 10937 SH SOLE 10937 0 0 COSTCO WHSL CORP NEW COM 22160K105 10538 18301 SH SOLE 18301 0 0 DANAHER CORPORATION COM 235851102 13853 47226 SH SOLE 47226 0 0 DEERE & CO COM 244199105 885 2130 SH SOLE 2130 0 0 DISNEY WALT CO COM 254687106 378 2757 SH SOLE 2757 0 0 ETSY INC COM 29786A106 3629 29198 SH SOLE 29198 0 0 FASTENAL CO COM 311900104 7667 129071 SH SOLE 129071 0 0 GARTNER INC COM 366651107 9382 31540 SH SOLE 31540 0 0 IDEXX LABS INC COM 45168D104 12434 22728 SH SOLE 22728 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 279 2149 SH SOLE 2149 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 319 10754 SH SOLE 10754 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1142 14956 SH SOLE 14956 0 0 ISHARES TR S&P 500 VAL ETF 464287408 296 1900 SH SOLE 1900 0 0 ISHARES TR CORE S&P SCP ETF 464287804 259 2400 SH SOLE 2400 0 0 ISHARES TR MSCI USA ESG SLC 464288802 387 4000 SH SOLE 4000 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 165 1222 SH SOLE 1222 0 0 ISHARES TR MSCI USA VALUE 46432F388 96 918 SH SOLE 918 0 0 JOHNSON & JOHNSON COM 478160104 1886 10644 SH SOLE 10644 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7039 19696 SH SOLE 19696 0 0 MICROSOFT CORP COM 594918104 26531 86051 SH SOLE 86051 0 0 MOODYS CORP COM 615369105 12397 36743 SH SOLE 36743 0 0 MSCI INC COM 55354G100 8266 16438 SH SOLE 16438 0 0 NVIDIA CORPORATION COM 67066G104 363 1332 SH SOLE 1332 0 0 PAYPAL HLDGS INC COM 70450Y103 5112 44200 SH SOLE 44200 0 0 ROPER TECHNOLOGIES INC COM 776696106 8629 18273 SH SOLE 18273 0 0 S&P GLOBAL INC COM 78409V104 12612 30748 SH SOLE 30748 0 0 SALESFORCE COM INC COM 79466L302 9670 45546 SH SOLE 45546 0 0 SERVICENOW INC COM 81762P102 6548 11759 SH SOLE 11759 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 530 1080 SH SOLE 1080 0 0 TJX COS INC NEW COM 872540109 402 6634 SH SOLE 6634 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 229 1500 SH SOLE 1500 0 0 TYLER TECHNOLOGIES INC COM 902252105 8840 19871 SH SOLE 19871 0 0 US BANCORP DEL COM NEW 902973304 382 7186 SH SOLE 7186 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 158 897 SH SOLE 897 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 59 260 SH SOLE 260 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 249 4826 SH SOLE 4826 0 0 VERISK ANALYTICS INC COM 92345Y106 8598 40058 SH SOLE 40058 0 0 VISA INC COM CL A 92826C839 10225 46106 SH SOLE 46106 0 0 WATERS CORP COM 941848103 6732 21688 SH SOLE 21688 0 0